Market Morsels

The US bond market (including treasury, municipal, corporate, mortgage and asset-backed debt) was worth $43.1 trillion as of 3/31/19. Treasury debt ($15.9 trillion) makes up the largest piece of the US bond market, according to the latest report from the Securities Industry and Financial Markets Association.

The total capitalization of the US stock market was $31.1 trillion as of 3/31/19, or 72% of the size of the US bond market as of the same date, according to Wilshire.

During the first 8 months of fiscal year 2019, i.e., through 5/31/19, tax receipts are up +2.3% from the previous year to $2.27 trillion while outlays are up +9.3% to $3.01 trillion, per Treasury Department data.

The number of Americans at least age 75 is projected to double over the next 20 years, rising from 23 million in 2020 to 45 million in 2040, based on the latest Census Bureau research.

62% of the 43 million Americans on Social Security receive at least 50% of their retirement income via their monthly Social Security benefit.

Stay Tuned, Disciplined & Patient! {TJM}

The Investor & Character Equation (ICE) | S + R = O

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Maria Alexander is an expert Data Administrator for Meyer Capital Group, with more than 30 years of industry experience. Her duties have increased dramatically over the years to currently include responsibility for the portfolio...

Suzanne Petrina, Client Relationship Specialist at Meyer Capital Group is in her fifth year in the financial services industry. She works closely between the clients and the marketing and investment teams by providing account...

Michael J. Howley is a CERTIFIED FINANCIAL PLANNER™ and Relationship Manager at Meyer Capital Group. His two main responsibilities include establishing new client relationships and supporting existing client objectives. Michael...

Linda MacGregor is a Client Relationship Specialist at Meyer Capital Group. She has 20 years of experience in the financial industry that includes 15 years of client service with Morgan Stanley. She was the lead client service...

Timothy J. McGeeney is a Vice President and Senior Portfolio Manager that joined Meyer Capital Group in 2002. He leads the Investment Committee that is responsible for transforming research and the firms due-diligence process into...

Thomas P. Meyer works as a Portfolio Manager at Meyer Capital Group. His main responsibilities include investment research, trading, and rebalancing client portfolios. Tom also serves as an Investment Committee member and plays an...

Deborah A. Meyer is Meyer Capital Group’s Human Resource Manager. To name just a few of her many tasks, Debbie is responsible for the payroll, accounts payable, and insurance. Debbie brings more than 25 years of extensive...

Stephanie Rapacchia is an Administrator at Meyer Capital Group. She is tasked with monitoring the firm’s client relationship management data and internal compliance audits among other critical objectives that make the firm...

Marianne Rullo is a Portfolio Manager and Investment Committee Member at Meyer Capital Group who has been working in the financial services industry for more than 25 years. She is a specialist in reviewing portfolios and is passionate...

Michael Smithwick is a Portfolio Manager, working with clients to create individual investment strategies based on financial objectives and risk tolerance. He manages all aspects of client portfolios and is responsible for the...

Patricia Hordis Sperduto is a CERTIFIED FINANCIAL PLANNER™ and Portfolio Manager at Meyer Capital Group. She is responsible for Investment Management and Financial Planning, with specialties in retirement, tax, and investment...

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